For Zoho Services only:

I'm actually part of a bigger team at Ascent Business Solutions where we have support technicians and project consultants. Support is for smaller technical fixes but this can include developments, reports or integrations; depending on the size of the task. Projects are for more time-consuming developments such as revamps of the Zoho Suite of apps or on-site training. The advantage of a team is that if I am out-of-office for a day or so, there is always someone at Ascent Business Solutions who can deal with any queries/issues you may have.

Our support rates can be found and purchased at A support bundle doesn't have an expiry date. So whether we can do what you want within the bundle and a year later need further support, if there are minutes left on the bundle then there is no additional charge.

Our project rates for bigger developments can be found at and will involve a dedicated project consultant along with developers who will hold your hand through the development process.

If you want help building a solution for one of the Zoho Apps in the Zoho Suite, contact us on 0121 392 8140 (UK) or by email at You can also visit our website at

I regularly build and specialize in 2-way API integrations for Xero, Shopify and eBay.

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template

A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button.

Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned.
The difficult part here was to figure out how to convert the CRM record into a PDF using a customer's template.

// initialize (this is code added to a button so should alert user if no email was specified)
v_OutputMessage = "";
v_TemplateID = "123456789012345678";
// get the quote details given a record ID
r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID);
// check target email is not null/blank
    v_Url = "" + v_TemplateID + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf";
    f_FileRequest = invokeurl
        url :v_Url
        type :GET
    f_FileRequest.setFileName(r_QuoteDetails.get("Subject") + ".pdf");
    // get a greeting name
    v_EmailTo = r_QuoteDetails.get("Email");
    v_ContactName = r_QuoteDetails.get("Contact_Name").get("name");
    v_EmailSubject = "Quote " + r_QuoteDetails.get("Subject") + " for " + r_QuoteDetails.get("Contact_Name").get("name");
    v_EmailMessage = "Hi " + v_ContactName + ",<br /><br />Please find attached your quote.<br /><br />Kind Regards,<br /><br />The Team";
        from :zoho.loginuserid
        to :v_EmailTo
        subject :v_EmailSubject
        message :v_EmailMessage
        Attachments :file:f_FileRequest
    v_OutputMessage = "No email was specified on this record.  Cannot send this quote.";
return v_OutputMessage;
  1.  // 
  2.  // initialize (this is code added to a button so should alert user if no email was specified) 
  3.  v_OutputMessage = ""
  4.  v_TemplateID = "123456789012345678"
  5.  // 
  6.  // get the quote details given a record ID 
  7.  r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID)
  8.  // 
  9.  // check target email is not null/blank 
  10.  if(!isnull(r_QuoteDetails.get("Email"))) 
  11.  { 
  12.      v_Url = "" + v_TemplateID + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf"
  13.      f_FileRequest = invokeUrl 
  14.      [ 
  15.          url :v_Url 
  16.          type :GET 
  17.          connection:"zcrm" 
  18.      ]
  19.      f_FileRequest.setParamName("file")
  20.      f_FileRequest.setFileName(r_QuoteDetails.get("Subject") + ".pdf")
  21.      // 
  22.      // get a greeting name 
  23.      v_EmailTo = r_QuoteDetails.get("Email")
  24.      v_ContactName = r_QuoteDetails.get("Contact_Name").get("name")
  25.      v_EmailSubject = "Quote " + r_QuoteDetails.get("Subject") + " for " + r_QuoteDetails.get("Contact_Name").get("name")
  26.      v_EmailMessage = "Hi " + v_ContactName + ",<br /><br />Please find attached your quote.<br /><br />Kind Regards,<br /><br />The Team"
  27.      // 
  28.      sendmail 
  29.      [ 
  30.          from :zoho.loginuserid 
  31.          to :v_EmailTo 
  32.          subject :v_EmailSubject 
  33.          message :v_EmailMessage 
  34.          Attachments :file:f_FileRequest 
  35.      ]
  36.  } 
  37.  else 
  38.  { 
  39.      v_OutputMessage = "No email was specified on this record.  Cannot send this quote."
  40.  } 
  41.  return v_OutputMessage; 

Update: What is the URL to download the PDF in Zoho Books?
Found this today so thought I'd add it to this article:
  • Invoice:<Zoho_Books_Org_ID>&invoice_ids=<Zoho_Invoice_ID>
  • Invoice [Alt]:<invoice_ID>?accept=pdf&organization_id=<Zoho_Books_Org_ID>
  • Bill:<bill_ID>?accept=pdf&organization_id=<Zoho_Books_Org_ID>

  • The "From" email address can only be the admin or the logged-in user (user who clicks on the button).
  • There might be an easier way to get the template ID used in CRM, but we did this by
    1. Login to ZohoCRM > Settings > Templates > Inventory
    2. Hover the mouse cursor over the template you want to use.
    3. Note or screenshot the url that pops up and the template ID is at the end of it.
Category: Zoho :: Article: 821

Credit where Credit is Due:

Feel free to copy, redistribute and share this information. All that we ask is that you attribute credit and possibly even a link back to this website as it really helps in our search engine rankings.

Disclaimer: The information on this website is provided without warranty and any content is merely the opinion of the author. Please try to test in development environments prior to adapting them to your production environments. The articles are written in good faith and, at the time of print, are working examples used in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,

Joel Lipman

Related Articles

Joes Revolver Map


Badge - Certified Zoho Creator Associate
Badge - Certified Zoho Creator Associate

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Donate to Joel Lipman via PayPal

Donate to Joel Lipman with Bitcoin - Valid till 8 May 2022 bc1qjtp4l4ra452wzvuk9a45yfj82zkahsyy2z379y
© 2023 Joel Lipman .com. All Rights Reserved.